Document Services

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Document Services
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CSI Document Services
Data Delivery Storage

• Provides the capability to reprint a single
  document or a range of documents.
• Supports multiple bank accounts by linking to
  bank account numbers stored in CSIs Bank
  Reconciliation module.
• Allows the use of different logo and signature
  options, based on the bank account used.
• Allows for email of direct deposit notifications,
  if desired.
• Utilizes pressure-sealed forms with a
  folder/sealer, if desired.
• Archives all printed documents in .pdf format,
  providing an easy way to search for documents and
  retrieve information.
• Provides school districts the option of printing
  a sub slip.
• Sorts documents by user-specified criteria.
• Prints on any laser printer. (Must be MICR
  capable for check printing.)

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CSI Document Services
Security

• Ensures that check-related processes can only be
  accessed by authorized personnel, based on
  security in CSI financial management software.
• Contains built-in, auditable checks and balances
  for protecting check signatures.

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CSI Document Services
Save Money Time

• Eliminates costly, preprinted forms, including
  their management and storage.
• Increases security by not having preprinted check
  stock on hand.
• Reduces time spent stuffing envelopes by using
  the folder/sealer option.
• Cuts postage, paper and administrative costs by
  allowing users to email documents such as direct
  deposit notifications.
• Lessens the amount of waste that occurs when
  changes are made to documents or bank accounts.

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CSI Document Services Wizard
Check Printing Getting Started
After the check files have been created from
CSIs Accounts Payable or Payroll modules, locate
the Document Services icon and double click. The
Login screen will appear. Enter the same User
name and Password used to access CSI financial
management software.
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CSI Document Services Wizard
Printing New Checks
Select Print new checks to begin.
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CSI Document Services Wizard
Printing New Checks
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After selecting Print new checks, the following
screen will appear and display all the check
files that are waiting to be printed. The user
will see only checks that they have security
rights to print. This is determined by the
security rights in CSI financial management
software. In this example the user has access to
both Accounts Payable and Payroll check printing.
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CSI Document Services Wizard
Printing New Checks
This screen will display the progress of the
print job. After it is complete, a message box
will appear allowing the user to select another
file to print. This is useful when printing both
payroll checks and notifications.
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CSI Document Services Wizard
Reprinting Checks
To reprint a single check or a range of checks,
select Re-print checks. The user will then be
prompted to choose a printer from a drop-down
list.
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CSI Document Services Wizard
Reprinting Checks
After selecting the printer, the Batch Selection
list will appear, displaying the check files
available for reprinting. The user will see only
checks that they have security rights to print.
This is determined by the security rights in CSI
financial management software.
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CSI Document Services Wizard
Reprinting Checks
The final step of the reprint process allows the
user to select what is to be reprinted all
checks in the batch, a specific check, or a range
of checks.
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CSI Document Services
Direct Deposit Notification
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CSI Document Services
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CSI Document Services
Questions?